HOW WE WORK

How we work.

A clear path from audit to operating leverage. Every engagement starts with a 45-minute working session and grows only as the work proves itself.

Engagement path

Start where it matters

Step 01

AI Systems Audit

A 45-minute working session. We map your tools, workflows, and constraints, identify the highest-leverage first workflow, and outline a clear scope and governance plan.

Step 02

AI Integration Sprint

A focused 2–4 week build to ship the first AI workflow into your existing tools, with a named owner, review process, and adoption plan.

Step 03

Managed AI Operations

Ongoing operation, improvement, and governance of AI workflows so they keep compounding instead of decaying after launch.

Foundation & governance

Wrap support, as needed

Secure AI Foundation

Identity, access, cloud apps, data permissions, devices, backups, and approved tools — the systems AI depends on.

AI Governance Support

Approved tools list, basic AI usage policy, review checkpoints, and ownership of AI risk across the org.

Not sure which engagement you need?

Most clients start with the AI Systems Audit. From there, the right next step becomes obvious.

Book the 45-Minute AI Systems Audit
Scope

What affects scope

Workflow complexity

How many steps, owners, and approval gates exist.

Number of tools

How many systems the workflow has to read from and write to.

Data sensitivity

How regulated or confidential the inputs and outputs are.

Integration needs

Whether AI plugs into CRM, docs, projects, finance, or custom systems.

Adoption and training

How much enablement the team needs to actually use the workflow.

Governance requirements

How formal review, audit trail, and policy need to be.

After the audit

What happens next

  • You receive a written summary: target workflow, scope, governance considerations, and a proposed next step.
  • If we are a fit, we propose a focused Integration Sprint with clear deliverables and timeline.
  • If foundation or governance work is needed first, we say so plainly and offer a scoped path.
  • If now is not the right time, we tell you that too. We do not sell engagements that should not happen.
FAQ

Frequently asked

Not at this stage. Scope depends on workflow complexity, tool integrations, data sensitivity, and adoption needs. The AI Systems Audit defines a clear scope and pricing before any commitment.
Next step

Start with the audit.

One 45-minute session. A clear first workflow, scope, and governance plan. No commitment beyond the session itself.

Book the 45-Minute AI Systems Audit
Book Audit